Live and on-demand webinars – supporting you after migration

This hints and tips session gives you the benefit of hindsight, by focusing on the most popular topics that advisers were interested in during our first two migrations.

This session will cover:

• online crystallisation options - making it up to five days quicker for your clients to receive their money
• enhanced switching options available for model portfolios
• more flexible illustrations with the introduction of quick quote and 'what if' modelling
• improved client bank validations, ensuring your clients receive their money quicker.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

This hints and tips session will talk you through how to find your way around our new platform and covers how more online process will save you time.

This session will cover:

• how to navigate around the platform
• how to make online withdrawals - making it up to five days quicker for your clients to receive their money
• how to find transactional histories and valuations
• how to change adviser fees online
• how to manage regular payments online.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

Discover how you can manage your clients' Collective Retirement Account (CRA) online with a range of new online processes designed to save you time and money.

This session will cover:

• how to make online withdrawals, including tax-free cash payments and income payments
• how to add expression of wishes online
• how to find transactional information on each CRA held
• how the pension details report can help
• how to use the 'what if' projection tool.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

This session looks at the improvements we've made to our reporting which will help you deliver a great service to your clients and also become more efficient.

This session will cover:

• how to generate reports at business level
• how to run CIA holdings and unused ISA reporting
• the enhancements we've made to model portfolio reporting
• the improvements we've made to the CGT reporting and 'what if' tools.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

This session looks at how our switching and rebalancing options have been updated to give you full control over your clients' investments.

This session will cover:

• how to switch an individual client
• how to bulk switch clients
• how switching works when using model portfolios
• understanding how our trading cycle works
• how our new queuing functionality will benefit you.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

Find out how you can make managing Capital Gains Tax (CGT) at tax year end easier, using our new CGT tool. In this 40 minute webinar our experts will highlight:

• The enhancements to our new tool and how it can benefit you.
• How the tool can be used alongside our Bed and ISA process.
• How the tool can be used to maximise use of the annual CGT exemption.
• Common questions and considerations with regards to managing CGT.

View on demand

Discover how over 10,000 advisers have already benefited from using our checklist and how it will help you hit the ground running after migration. This session will cover:

• the essential information and tasks to help you get prepared ahead of migration
• how to ensure you can access the new platform from day one
• the vast array of support available to you via your Adviser Support Hub.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

We’ll tell you about the new and enhanced features you need to be aware of, and what these mean for you and your clients.
This session will cover:

• the key proposition enhancements that will give you greater choice, convenience and control
• the ways our new technology platform can save you time and money.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

We’d like to share several important and practical ways in which you can make the most of our new technology platform.
This session will cover

• making sure you have access to your clients immediately after migration
• quicker and easier ways to submit instructions online
• new ways to management investments, including cash and switching options
• changes to client correspondence and the new online Customer Centre
• how our dedicated online Adviser Support Hub can help you.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

To ensure a successful migration there will be a short period where it will not be possible to place trades online or over the phone.
This session will cover:

• critical deadlines for submitting new business and switches
• hints and tips for planning trades in the run up to migration.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

The Collective Retirement Account (CRA) retains all the benefits and options you know and love today, and now comes with enhanced flexibility.
This session will cover:

• refreshingly easy pension contributions and withdrawals
• automated and flexible options that make tax planning even easier
• trackable pension transfers and the re-registration of assets.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

We want to ensure you’re up to speed and ready to manage model portfolios on our new platform.
This session will cover:

• eight key enhancements we’ve made
• five important things you need to know about your existing models
• switching options available for model portfolios.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.

This final check-in will help ensure you are ready for migration and get the most from the platform from day one.

This session will cover:

• Benefits of activating your login now, if you haven't done so already.
• What you can and can't do during the blackout period.
• Why it's important to reconcile your final fee from our original platform straight after migration.
• What back office system updates have been made and if you need to take any action.
• How to ensure first time processing of new applications with multi- tax wrappers.
• How to find key information on day one.
• Our new online processes that do not require forms.

There will be a live Q&A throughout this webinar. If we don’t have time to answer your question(s) during the webinar, we will respond to you personally afterwards.